Chicago Position Available: Financial Analyst 0-2 years exp

AF members, I posted a “heads up” for this position a little bit ago but it just became official with our HR. I’m looking for a 0-2 year Financial Analyst with a background in Finance, Accounting, or Engineering. CFA candidates preferred, not a must. Need to live in Chicago. You’d report to me (28 year old newly minted Charterholder). Thank you to the 5 who have already submitted their resumes - I’m just looking for a few more so we can have a nice pool to choose from.

Email me your resume at

Urban Parternship Bank is a $1b bank and you’d work in my Corp Treasury group although we do everything from ALM, Investment Portfolio Management, Financial Modeling and Budgeting.


POSITION TITLE: Financial Analyst

DEPARTMENT: Finance and Accounting Services

REPORTS TO: Assistant Treasurer

SUPERVISES: N/A _____________________________________________________________________________________


The Financial Analyst is primarily responsible for performing data analysis and reporting, working on the management reporting/budget forecasts, and developing the reporting materials needed for the monthly Asset Liability Committee, Management Reporting, and Board of Directors meetings.


· Review monthly cost center level accounting data and provide summary reporting of financial results by line of business unit including key variances to plan and expense analysis.

· Reconcile management reporting results to consolidated corporate results.

· Develop and ensure account allocations are performed consistently across line of business reporting units.

· Analyze results by Line of Business unit and communicate monthly results to senior Finance and Accounting staff and senior Line of Business staff.

· Develop improved data management and reporting.

· Elevate unusual trends in results to senior Management Reporting staff.

· Work with Line of Business units to distribute summary reports and research questions.

· Assist in implementation of any changes to the management reporting process.

· Develop documentation of procedures of the monthly reporting process.

· Develop regular reports of financial performance and other key performance indicators specific to various lines of business.

· Assist in the annual budget and the long term strategic plan.

· Increase productivity by developing automated applications; eliminating duplications; coordinating information requirements.

· Provide information to senior management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations.

· Perform industry and peer analysis

· Assist in special projects and report requests, including merger & acquisition analysis

· Work across all lines of business and staff areas to develop working relationships/partnerships

· Performs other analytical and research duties as assigned.



· Bachelor’s degree in Finance, Accounting or Engineering

· 0 - 2 years relevant work experience or internship background.



· Strong Microsoft Excel skills

· Working knowledge of accounting

· Technology literate with the ability to develop and execute data management programs

· Strong analytical skills and statistical analysis skills

· Well organized, detail oriented, strong communication skills

· Ability to manage fast paced environment with tight daily deadlines

· Ability to work well with others

REPRESENTATIVE Machines, Tools, Equipment and/OR Software USED:

· Microsoft Office Applications (Word, Excel, Outlook, PowerPoint).

· Office equipment including, but not limited to, computer, phone, fax machine, copier, and calculator.


· This role generally operates in an office environment with limited exposure to hazardous working conditions.

· Physical requirements include the ability to operate office equipment, sit for long periods of time throughout the day, and the ability to work in a fast paced environment. Employee may occasionally lift and/or move up to 10 pounds. Specific vision abilities required may include close vision.

· Travel to other bank locations may occasionally be required.

The statements herein are intended to describe the general nature of work performed by this position, and are not to be construed as an exhaustive list of responsibilities, duties, and skills. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the company.

you wanna be my roomate?

How much you paying?


Might want to try craigslist for this…so you’ll have a nice pool to choose from :wink:

Do you provide a hacksaw for this as well by any chance?

^ Disrespectful

The Career section of AF needs more OP posts like this!

Thanks Geo and Jack. AF members need to look out for each other…

I applaud you doing this Clark. I’ll tap some of my pals around Chicago and see if they are interested.

Thank you for posting it Clark. This is a respectable position for someone starting out. We aren’t all born in the GS elevator (the guy claiming hacksaw probably wasn’t either). This would be a good first step for someone looking to get their feet wet. Best of luck in your recruitment.

Specialist, Finance -*F6917823165A2E0B

Senior Financial Analyst -*4016912F0AFE7779

Here are the direct links to apply online! I’ve already turned in 8 resumes from the people AF members.


Clarkthe4, can I get more information about the actual bank? Multple people doing this for a $1 billion dollar bank seems a lot (a treasury group), especially given the earnings/financial condition. I have a lot of experience in this area, but the bank is trending opposite of what I would’ve expected (just based off of my SNL analysis)

Just a quick update - I ended up hiring a CFA candidate through this posting. Thank you to those who applied.


nice congrats! the board is talking about a special job post section we hope to get running

Uh-oh… Was his name Rahul Roy ?

Nice. Post here if you ever need CTO or Head of Engineering :wink: